About Us

Helping You
Create A Better Future

Welcome to Widmann Financial Services, where we have been dedicated to helping clients achieve their financial goals since our founding in 1988. For over three decades, we have built our reputation on the core values of integrity, family, and community service. At Widmann Financial Services, we are more than just a financial advisory firm; we are a collective of dedicated professionals who bring a diverse range of experiences and perspectives to the table. Our team has been working together for over 20 years, and this longevity speaks to the strong bonds and collaborative spirit that define our work environment.

Each member of our team contributes their individual skills and insights, allowing us to offer comprehensive financial planning and advisory services. From retirement planning and investment management to long-term care and life insurance, we leverage our collective expertise to provide tailored solutions that meet the specific needs of our clients.

How We Help

About Us
Meet The Team

Art Widmann

Art Widmann, CFP®, AIF®, MSFS

Laura Ruiz

Laura Ruiz, AAMS®

Robert Ready

Robert Ready

Dave Wolf

Dave Wolf, CASL®, CLTC®,CPFA®

Billy Gaines

Billy Gaines, CFP®

David Greenleaf

David Greenleaf

Lisa Snellings

Lisa Snellings

Felicia Snyder

Felicia Snyder

Victor Maldonado

Victor Maldonado, CFP®, ChFC®

Justin Horner

Justin Horner

Brandon Gaines

Brandon Gaines

Mark Loughner

Mark Loughner

Nick Cartron

Nick Cartron

Committed
Doing The
Right Thing

Our mission is simple yet profound: to help clients define and achieve their financial goals. We believe in treating our clients as we would our own family, always striving to do the right thing. This commitment to ethical service and genuine care earns us the trust and appreciation of our clients.

We are guided by the principle of doing the right thing, always. This means treating every client with the same respect, care, and attention that we would extend to our own family members. Our clients are not just customers; they are part of the Widmann Financial Services family. We believe that by fostering these strong, trust-based relationships, we can better serve our clients and our community.

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